VestGen Advisors’s ChargePoint CHPT Stock Holding History

VestGen Advisors’s Portfolio CHPT Stock Details CHPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-615	Closed	-$8.66K	–	699
2025 Q2	$8.66K	Hold	615	–	–	﹤0.01%	579
2025 Q1	$7.45K	Buy	+615	New	+$10.3K	﹤0.01%	545

Other funds holding CHPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VestGen Advisors's CHPT Position: Q3 2025 in Review

VestGen Advisors sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 615 shares — an estimated $8.66K sold.

VestGen Advisors first reported a position in CHPT in Q1 2025 and held it in 2 quarters. The position peaked at $8.66K in Q2 2025. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

VestGen Advisors reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
VestGen Advisors sold 615 ChargePoint shares in Q3 2025, an estimated $8.66K.
VestGen Advisors first reported a position in ChargePoint in Q1 2025 and held it in 2 quarters.
VestGen Advisors's ChargePoint position peaked at $8.66K in Q2 2025.
144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on VestGen Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.